leadconverter.java

国外的一套开源CRM

package com.sourcetap.sfa.lead;

import java.sql.Timestamp;
import java.util.ArrayList;
import java.util.Calendar;
import java.util.HashMap;
import java.util.Iterator;
import java.util.List;
import java.util.Vector;

import org.ofbiz.base.util.Debug;
import org.ofbiz.base.util.UtilFormatOut;
import org.ofbiz.base.util.UtilMisc;
import org.ofbiz.entity.GenericDelegator;
import org.ofbiz.entity.GenericEntityException;
import org.ofbiz.entity.GenericPK;
import org.ofbiz.entity.GenericValue;

import com.sourcetap.sfa.account.AccountEventProcessor;
import com.sourcetap.sfa.contact.ContactEventProcessor;
import com.sourcetap.sfa.event.DataMatrix;
import com.sourcetap.sfa.event.GenericEventProcessor;
import com.sourcetap.sfa.opportunity.OpportunityEventProcessor;
import com.sourcetap.sfa.ui.UICache;
import com.sourcetap.sfa.ui.UIWebScreenSection;
import com.sourcetap.sfa.ui.UIWebUtility;
import com.sourcetap.sfa.util.UserInfo;

public class LeadConverter {
	public static final String module = LeadConverter.class.getName();

	public List fieldMapping;
	public HashMap screenSections;
	public HashMap sourceData;
	
	public String accountId = null;
	public String contactId = null;
	public String opportunityId = null;
	public String opportunityName = null;
	public String opportunityStageId = null;
	public boolean createContact = true;
	public boolean createOpportunity = true;
	protected GenericDelegator delegator = null;
	protected UICache uiCache = null;
	protected UIWebScreenSection uiWebScreenSection = null;
	protected UserInfo userInfo = null;
	protected LeadEventProcessor leadEventProcessor = null;
	
	public LeadConverter( GenericDelegator delegator, UICache uiCache, UserInfo userInfo, LeadEventProcessor leadEventProcessor)
	{
		fieldMapping = new ArrayList();
		sourceData = new HashMap();		
		initializeFieldMappings();
		this.delegator = delegator;
		this.uiCache = uiCache;
		this.userInfo = userInfo;
		this.leadEventProcessor = leadEventProcessor;
		
		try {
            this.uiWebScreenSection = UIWebScreenSection.getUiWebScreenSection(userInfo, "LEAD", "LeadHeader", delegator, uiCache);
        } catch (GenericEntityException e) {
            Debug.logError("Error creating leadConverter: " + e.getMessage(), module);
            throw new IllegalArgumentException("Unable to load screen section LEAD.LeadHeader in LeadConverter");
	}
	}
	
	public void initializeFieldMappings()
	{
		addMapping( "Lead", "leadOwnerId", "ACCOUNT", "AccountHeader", "Account", "accountOwnerId" );
		addMapping( "Lead", "companyName", "ACCOUNT", "AccountHeader", "Account", "accountName" );
		addMapping( "Lead", "businessPhone", "ACCOUNT", "AccountHeader", "Account", "phone" );
		addMapping( "Lead", "faxPhone", "ACCOUNT", "AccountHeader", "Account", "fax" );
		addMapping( "Address", "mailingAddress", "ACCOUNT", "AccountHeader", "Address", "mailingAddress");
		addMapping( "Address", "city", "ACCOUNT", "AccountHeader", "Address", "city");
		addMapping( "Address", "state", "ACCOUNT", "AccountHeader", "Address", "state");
		addMapping( "Address", "zip", "ACCOUNT", "AccountHeader", "Address", "zip");
		addMapping( "Address", "country", "ACCOUNT", "AccountHeader", "Address", "country");
		addMapping( "Lead", "stockSymbol", "ACCOUNT", "AccountHeader", "Account", "stockSymbol" );
		addMapping( "Lead", "annualRevenue", "ACCOUNT", "AccountHeader", "Account", "annualRevenue" );
		addMapping( "Lead", "sicCodeId", "ACCOUNT", "AccountHeader", "Account", "sicCodeId" );
		addMapping( "Lead", "industry", "ACCOUNT", "AccountHeader", "Account",  "industry");
		addMapping( "Lead", "numberOfEmployees", "ACCOUNT", "AccountHeader", "Account",  "numberOfEmployees" );
		addMapping( "Lead", "dunsNumber", "ACCOUNT", "AccountHeader", "Account", "dunsNumber" );
		addMapping( "Lead", "websiteUrl", "ACCOUNT", "AccountHeader", "Account", "websiteUrl" );
		addMapping( "Lead", "businessDescription", "ACCOUNT", "AccountHeader", "Account", "businessDescription" );
		//AccountHeader_Account_accountTypeId_0
		//AccountHeader_Account_classInfo_0
		//AccountHeader_Account_statusId_0
		//		addMapping( "Lead", "statusId",  );
		//		addMapping( "Lead", "activeFlag",  );
		//		addMapping( "Lead", "validatedFlag",  );
		//		addMapping( "Lead", "leadSourceDetails",  );
		//		addMapping( "Lead", "ownershipTypeId", "AccountHeader", "Account",  );
	
		addMapping( "Lead", "leadOwnerId", "CONTACT", "ContactHeader", "Contact", "contactOwnerId" );
		addMapping( "Lead", "firstName", "CONTACT", "ContactHeader", "Contact", "firstName" );
		addMapping( "Lead", "lastName", "CONTACT", "ContactHeader", "Contact", "lastName" );
		addMapping( "Lead", "title", "CONTACT", "ContactHeader", "Contact", "title" );
		addMapping( "Lead", "email", "CONTACT", "ContactHeader", "Contact", "email" );
		addMapping( "Lead", "businessPhone", "CONTACT", "ContactHeader", "Contact", "businessPhone" );
		addMapping( "Lead", "homePhone", "CONTACT", "ContactHeader", "Contact", "homePhone" );
		addMapping( "Lead", "faxPhone", "CONTACT", "ContactHeader", "Contact", "faxPhone");
		addMapping( "Lead", "mobilePhone", "CONTACT", "ContactHeader", "Contact", "mobilePhone");
		addMapping( "Lead", "pager", "CONTACT", "ContactHeader", "Contact", "pager");
		addMapping( "Address", "mailingAddress", "CONTACT", "ContactHeader", "Address", "mailingAddress");
		addMapping( "Address", "city", "CONTACT", "ContactHeader", "Address", "city");
		addMapping( "Address", "state", "CONTACT", "ContactHeader", "Address", "state");
		addMapping( "Address", "zip", "CONTACT", "ContactHeader", "Address", "zip");
		addMapping( "Address", "country", "CONTACT", "ContactHeader", "Address", "country");
		//ContactHeader_Contact_ssn_0
		//ContactHeader_Contact_statusId_0
		//ContactHeader_Contact_accountId_0		

		addMapping( "Lead", "targetAmount", "OPPORTUNITIES", "OpportunityHeader", "Deal", "amount" );
		addMapping( "Lead", "targetRatingId", "OPPORTUNITIES", "OpportunityHeader", "Deal", "ratingId" );
		addMapping( "Lead", "targetDescription", "OPPORTUNITIES", "OpportunityHeader", "Deal", "description" );
		addMapping( "Lead", "leadSourceId", "OPPORTUNITIES", "OpportunityHeader", "Deal", "leadSourceId" );
		addMapping( "Lead", "leadOwnerId", "OPPORTUNITIES", "OpportunityHeader", "Deal", "ownerId" );
		//OpportunityHeader_Deal_dealName_0
		//OpportunityHeader_Deal_accountId_0
		//OpportunityHeader_Deal_dealTypeId_0
		//OpportunityHeader_Deal_projectedCloseDate_0
		//OpportunityHeader_Deal_actualCloseDate_0
		//OpportunityHeader_Deal_stageId_0
		//OpportunityHeader_Deal_dealStatusId_0
		//OpportunityHeader_Deal_isInForecast_0
	}
	
	public void addData( String entityName, GenericValue value)
	{
		sourceData.put("entityName", value);
	}
	
	public void addMapping( String fromEntity, String fromAttribute, String toScreenName, String toScreenSection, String toEntity, String toAttribute)
	{
		fieldMapping.add(new MappingInfo(fromEntity, fromAttribute, toScreenName, toScreenSection, toEntity, toAttribute));
	}

	public boolean convert ( String leadId )
	{
		DataMatrix dataMatrix = DataMatrix.fillFromDB(delegator, userInfo, uiWebScreenSection, leadEventProcessor, 
		        					                  new GenericPK( delegator.getModelEntity("Lead"), UtilMisc.toMap("leadId", leadId) ));

		return convert( delegator, dataMatrix, userInfo, uiCache );

	}
	public boolean convert( GenericDelegator delegator, DataMatrix leadData, UserInfo userInfo, UICache uiCache )
	{
		try {
			HashMap dataMatrixMap = new HashMap();
			
			Iterator mappingIter = fieldMapping.iterator();
			while ( mappingIter.hasNext())
			{
				MappingInfo mapInfo = (MappingInfo) mappingIter.next();
				String screenId = mapInfo.screenName + "." + mapInfo.screenSection;
				
				DataInfo dataInfo = (DataInfo) dataMatrixMap.get(screenId);
				
				if ( dataInfo == null )
				{
					UIWebScreenSection uiWebScreenSection = UIWebScreenSection.getUiWebScreenSection(userInfo, mapInfo.screenName, mapInfo.screenSection, delegator, uiCache);
			
					dataInfo = new DataInfo( delegator, uiWebScreenSection);
					dataMatrixMap.put(screenId, dataInfo);
				}
				
				String field = mapInfo.toParamName;
				GenericValue sourceGV = leadData.getCurrentBuffer().getGenericValue(0, mapInfo.fromEntity, false);
				if ( sourceGV != null )
				{
					String value = sourceGV.getString(mapInfo.fromAttribute);
					dataInfo.add( mapInfo.toParamName, value);
				}
				else
				{
					System.out.println("Unable to get source entity" + mapInfo.fromEntity);
				}
				
				
			}

			GenericValue leadGV = leadData.getCurrentBuffer().getGenericValue(0, "Lead", false);			
			GenericValue addressGV = leadData.getCurrentBuffer().getGenericValue(0, "Address", false);
			
			boolean hasAccountInfo = false;
			String accountName = UtilFormatOut.checkNull(leadGV.getString("companyName"));
			
			if ( ((accountId != null ) && ( accountId.length() > 0)) || (accountName.length() > 0) )
			    hasAccountInfo = true;

			if ( hasAccountInfo )
			{
			DataInfo dataInfo = (DataInfo) dataMatrixMap.get("ACCOUNT.AccountHeader");
			GenericEventProcessor eventProcessor = new AccountEventProcessor();
			
				if ( (accountId != null) && ( accountId.length() > 0) )
			{
				dataInfo.retrieveFromDB(userInfo, eventProcessor, new GenericPK( delegator.getModelEntity("Account"), UtilMisc.toMap("accountId", accountId)));
				dataInfo.processUpdate( userInfo, delegator, eventProcessor );			
			}
			else
			{
				dataInfo.loadData(userInfo, eventProcessor);
				dataInfo.processInsert( userInfo, delegator, eventProcessor );	
			}
			
			GenericValue accountGV = dataInfo.dataMatrix.getCurrentBuffer().getGenericValue(0, "Account", false);
			accountId = accountGV.getString("accountId");
				accountName = accountGV.getString("accountName");
			}

			if ( getCreateContact())
			{
				DataInfo dataInfo = (DataInfo) dataMatrixMap.get("CONTACT.ContactHeader");
				GenericEventProcessor eventProcessor = new ContactEventProcessor();
				
				if ( (contactId != null) && (contactId.length() > 0))
				{
					dataInfo.retrieveFromDB(userInfo, eventProcessor, new GenericPK( delegator.getModelEntity("Contact"), UtilMisc.toMap("contactId", contactId)));
					if ( hasAccountInfo )
					{
					    GenericValue contactGV = dataInfo.dataMatrix.getCurrentBuffer().getGenericValue(0, "Contact", false);
					    String accountIdOrig = contactGV.getString("accountId");
					    if ( ( accountIdOrig == null ) || ( accountIdOrig.length() < 1) )
					        contactGV.set("accountId", accountId);
					}
					dataInfo.processUpdate( userInfo, delegator, eventProcessor );
				}
				else
				{				
					dataInfo.loadData(userInfo, eventProcessor);
					if ( hasAccountInfo )
					dataInfo.dataMatrix.getCurrentBuffer().getGenericValue(0, "Contact", false).set("accountId", accountId);
					dataInfo.processInsert( userInfo, delegator, eventProcessor );
				}
	
				GenericValue contactGV = dataInfo.dataMatrix.getCurrentBuffer().getGenericValue(0, "Contact", false);
				contactId = contactGV.getString("contactId");
				
				// Add ContactEmploymentInfo if there is an account tied to this record
				if ( ( accountId != null) && ( accountId.length() > 0) )
				{
				    GenericValue employmentGV = delegator.findByPrimaryKey("ContactEmployment", UtilMisc.toMap("contactEmploymentId", contactId + "-E"));
				    if ( employmentGV == null )
				    {
					    employmentGV = new GenericValue( delegator.getModelEntity("ContactEmployment"));
					    employmentGV.setDelegator(delegator);
					    employmentGV.set("contactEmploymentId", contactId + "-E");
					    employmentGV.set("contactId", contactId);
					    employmentGV.set("title", leadGV.getString("title"));
					    employmentGV.set("companyName", accountName);
					    if ( addressGV != null )
					    {
					        employmentGV.set("mailingAddress", addressGV.getString("mailingAddress"));
					        employmentGV.set("city", addressGV.getString("city"));
					        employmentGV.set("state", addressGV.getString("state"));
					        employmentGV.set("zip", addressGV.getString("zip"));
					    }
					    
					    employmentGV.create();
				    }
				}
			}

			if ( getCreateOpportunity() && hasAccountInfo)
			{			
				DataInfo dataInfo = (DataInfo) dataMatrixMap.get("OPPORTUNITIES.OpportunityHeader");
				GenericEventProcessor eventProcessor = new OpportunityEventProcessor();
				DataMatrix dataMatrix = dataInfo.loadData(userInfo, eventProcessor);
				GenericValue dealGV = dataMatrix.getCurrentBuffer().getGenericValue(0, "Deal", false);
				dealGV.set("accountId", accountId);
				
				if ( opportunityName != null)
					dealGV.set("dealName", opportunityName);
				else				
					dealGV.set("dealName", "Opportunity for " + accountName);
					
				if ( opportunityStageId != null )
					dealGV.set("stageId", opportunityStageId);
					
				dealGV.set("dealTypeId", "1");
				dataInfo.processInsert( userInfo, delegator, eventProcessor );
				
				opportunityId = dealGV.getString("dealId");
			}
			
			
			// move the related lead data to the contact or account
			String leadId = leadGV.getString("leadId");
			
			//PartyIdentifiers are moved to the account and contact